Senior Analyst, FP&A

About Beyond Finance Beyond Finance is a next-generation fintech company with a mission to help people escape crippling debt and achieve financial freedom. Every day, the Beyond team supports our clients by offering individualized care, financial education and tools, and customized solutions to fit each of their circumstances. Join a team where: … you, your work, and your voice matter — not just within the company, but to the lives of thousands of people. … you’ll retain autonomy over your own work and collaborate with supportive leaders and colleagues. … recognition, growth, and work-life balance are top of mind.

Beyond Finance

The Smart Way To Move Beyond Debt

Financial Well-BeingConsumer Debt SolutionsCreditand Fintech

B

beyondfinance.com

1,001-5,000 employees

Financial Services

Chicago, IL

2016

Privately Held

104k LinkedIn followers

Raised $805M

• Build financial models in Excel based on historical financial and operating data
• Ensure model accuracy while enhancing model quality
• Recommend and implement model process improvement measures
• Analyze and identify data required to support financial models; operational and financial records
• Load and map monthly accounting actuals from the general ledger (NetSuite) into the operating and forecast models, ensuring the model ties to Accounting's closed books
• Conduct scenario analysis based on strategic business decisions to access profitability and financial business risks
• Build and improve repeatable, AI-assisted reporting workflows that reduce manual effort and strengthen model quality and controls
• Own monthly actuals-versus-forecast (AvF) reporting across the GAAP income statement, cash income statement, balance sheet and cash flow statement, delivered on a close-driven timeline
• Meet with division leads to discuss monthly variances and organizational changes that may affect financial results
• Partner with the business leadership to support monthly and quarterly assumption driver updates, the Annual Operating Plan and lender budgets
• Run ad hoc financial analysis and reporting for the Sr. Director of FP&A, CFO and executive leadership
• Support board, lender and investor reporting, including preparing schedules and reviewing financial packages for accuracy

Required

• Strong U.S. GAAP foundation and comfort working with the general ledger, trial balance and account mappings
• High standards of accuracy and precision, strong attention to detail, and demonstrated integrity
• Excellent analytical and problem-solving skills, with the instinct to question numbers that do not look right
• Strong written, verbal and quantitative communication skills, including the ability to explain complex results simply to non-finance partners
• Ability to work effectively under tight deadlines and manage multiple priorities through the monthly close cycle
• Self-motivated with exceptional follow-through, and a desire to learn the business and question the status quo
• High potential and ambition to grow within the Finance organization
• Bachelor's degree in Accounting, Finance or a related field
• 2-4 years of experience in FP&A, corporate accounting, public accounting or corporate finance
• Excellent Excel and data skills, with experience building and maintaining financial models
• Hands-on experience using Claude, Gemini or another AI platform to support analysis, reporting or process automation

Preferred

• CPA license or public accounting experience
• Experience at a PE-backed company, or with lender and investor reporting
• Experience with NetSuite or a similar structured ERP system
• Knowledge of BI tools (such as Looker) and SQL or database structures
• Understanding of, and ability to build, projection curves
• The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.
• Base Salary Range
• $85,000—$105,000 USD

• While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer
• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development & training
• And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.